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Tonjua Grace Donnelly

Arlington Securities, Inc.

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About Tonjua Grace Donnelly

Tonjua Donnelly is a registered representative with Arlington Securities, Inc. She is a seasoned professional with over two decades of experience in the financial services industry. Tonjua has a strong understanding of investment products and strategies, and she is committed to helping her clients achieve their financial goals. Tonjua is registered to conduct business in Missouri. Previously, Tonjua was registered with Nicol Investors Corporation and ThomasLloyd Capital LLC.

Firm Information

Tonjua Donnelly is currently registered with Arlington Securities, Inc.. Arlington Securities, Inc. is a corporation formed in 1997, providing investment advisory services including financial planning, market timing services, and selection of other advisers. They serve individuals (both high net worth and other), with approximately $77.25 million in regulatory assets under management. The firm is registered with the SEC and in 40 states.

$77.25M

Assets Under Management

257

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee accounts

Wrap fee accounts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap fees

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Tonjua Donnelly’s Registration & Firm History

MO

02/04/2010 - Present

Arlington Securities, Inc. (DARDEINNE PRAIRIE MO)

MO

01/07/2009 - 01/27/2010

NICOL INVESTORS CORPORATION (O'FALLON MO)

NY

07/27/1998 - 12/31/2008

THOMASLLOYD CAPITAL LLC (PLEASANTVILLE NY)

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Licenses & Designations

BC

Issued 10/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tonjua Grace Donnelly.
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